UMB Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

UMB Bank’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15K	Hold	650	–	–	﹤0.01%	1793
2026 Q1	$15.1K	Hold	650	–	–	﹤0.01%	1695
2025 Q4	$15.2K	Buy	+650	New	+$15.3K	﹤0.01%	1652
2023 Q3	–	Sell	-5,000	Closed	-$115K	–	1740
2023 Q2	$115K	Buy	5,000 +2,402	+92%	+$55.9K	﹤0.01%	674
2023 Q1	$60.9K	Sell	2,598 -1,976	-43%	-$46K	﹤0.01%	794
2022 Q4	$104K	Sell	4,574 -3,546	-44%	-$80.7K	﹤0.01%	688
2022 Q3	$184K	Buy	8,120 +234	+3%	+$5.57K	﹤0.01%	620
2022 Q2	$189K	Sell	7,886 -5,628	-42%	-$136K	﹤0.01%	638
2022 Q1	$342K	Buy	13,514 +36	+0.3%	+$935	﹤0.01%	543
2021 Q4	$363K	Buy	+13,478	New	+$364K	﹤0.01%	546
2020 Q1	–	Sell	-8,796	Closed	-$235K	–	363
2019 Q4	$235K	Sell	8,796 -900	-9%	-$24.1K	0.01%	335
2019 Q3	$262K	Hold	9,696	–	–	0.01%	332
2019 Q2	$257K	Hold	9,696	–	–	0.01%	326
2019 Q1	$252K	Hold	9,696	–	–	0.01%	325
2018 Q4	$245K	Hold	9,696	–	–	0.01%	297
2018 Q3	$244K	Sell	9,696 -158	-2%	-$3.99K	0.01%	318
2018 Q2	$249K	Hold	9,854	–	–	0.01%	305
2018 Q1	$251K	Hold	9,854	–	–	0.01%	301
2017 Q4	$257K	Hold	9,854	–	–	0.01%	297
2017 Q3	$258K	Sell	9,854 -554	-5%	-$14.5K	0.01%	291
2017 Q2	$272K	Sell	10,408 -3,732	-26%	-$97.3K	0.01%	285
2017 Q1	$366K	Buy	14,140 +5,086	+56%	+$131K	0.01%	266
2016 Q4	$233K	Hold	9,054	–	–	0.01%	309
2016 Q3	$243K	Hold	9,054	–	–	0.01%	322
2016 Q2	$243K	Hold	9,054	–	–	0.01%	309
2016 Q1	$239K	Hold	9,054	–	–	0.01%	313
2015 Q4	$233K	Buy	+9,054	New	+$235K	0.01%	319

Other funds holding SCHZ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

UMB Bank's SCHZ Position: Q2 2026 in Review

UMB Bank held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q2 2026 at 650 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

UMB Bank first reported a position in SCHZ in Q4 2015 and has held it in 27 quarters since. The position peaked at $366K in Q1 2017. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

UMB Bank held 650 shares of Schwab US Aggregate Bond ETF worth $15K as of Q2 2026.
UMB Bank left its Schwab US Aggregate Bond ETF share count unchanged in Q2 2026.
Schwab US Aggregate Bond ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1793 holding.
UMB Bank first reported a position in Schwab US Aggregate Bond ETF in Q4 2015 and has held it in 27 quarters since.
UMB Bank's Schwab US Aggregate Bond ETF position peaked at $366K in Q1 2017.
672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.